Northwood Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167338
- Website
- www.northwoodip.com
- Custodians
- MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI72.93%
- Individuals27.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Northwood Investment Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves primarily individual and family clients and provides portfolio management for both individuals/small businesses and for businesses or institutional clients. Its fees combine a percentage-of-AUM model with the ability to charge performance-based fees. The firm does not report active ESG investing and is not identified as a multi-state or newly formed adviser. Capital allocation activity is limited — Northwood is not described as a capital allocator — and its advisory activity centers on discretionary portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents4%
- Derivatives3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Frederick Myers
FounderCRD 6215194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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